When considering enabling our Collection feature, it's natural to have a range of questions and concerns. This feature is designed to help your firm proactively manage outstanding balances, automate outreach, and reduce manual follow-up with clients who have past due invoices. In this knowledge base article, we’ll address some of the most common questions firms ask before turning the feature on, so you can understand how it behaves, how it impacts your existing invoices, and what to expect once it is live.
Collection Questions
**Will the monitoring system be for all past due invoices, or will it focus solely on new invoices that become past due after the feature has been activated?**
After enabling our Collection feature, the monitoring system will encompass both:
- **Existing past due invoices** at the time you activate the feature, and
- **New invoices that become past due** going forward.
This means you do not need to manually distinguish which invoices are eligible. Once enabled, the system will automatically review your billing records, identify all invoices that meet the “past due” criteria based on your settings, and include them in the collections communication workflow. This ensures a consistent process across your entire accounts receivable, helping your team avoid missed follow-ups and ensuring that no overdue invoices fall through the cracks.
**When will the text messages be sent after enabling the feature?**
After enabling the feature, the system will begin processing all invoices that qualify for collections communications. As part of this initial processing, the text messages will be sent **within two days** of activation.
During this period, the system:
- Scans your existing invoices to determine which ones are in a “past due” status and should enter collections communication.
- Applies your configured rules (such as grace periods, aging thresholds, or excluded matters/clients, if applicable).
- Queues and sends the initial text notifications to clients whose invoices meet those criteria.
Going forward, as additional invoices become past due, they will automatically enter the same communication flow, and text messages will be sent according to your collections schedule and timing rules—without additional manual work from your team.
**What happens if a client goes into collections immediately after activating this feature?**
If a client enters collections **immediately** after you activate this feature—for example, because their invoice is already significantly overdue—the system will recognize that they are beyond the earlier stages of the collections cycle.
In those situations, the system will:
- **Bypass the first three notifications** that would typically be sent during the earlier reminder phases, and
- **Send the designated collection message** to the client right away, reflecting their current status in the collections process.
This prevents the client from receiving a sequence of outdated or irrelevant “early reminder” texts and instead ensures they receive the correct, appropriately escalated communication aligned with how overdue their balance actually is.
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Text blasting is required to send text notifications for our collection feature. In practice, this means:
- Your firm must have text messaging enabled and compliant with applicable texting and consent requirements.
- Bulk or automated text sending must be turned on so the system can deliver notifications at scale to all clients with eligible past due invoices.
- Clients who have opted out of text communications or do not have a valid mobile number on file will not receive these automated collection texts and may require alternate outreach methods (such as email or phone calls) as part of your internal collections workflow.
Once text blasting is properly configured, the Collection feature can operate as intended, automatically delivering consistent, timely reminders and collection messages to your clients, reducing the manual workload on your team and helping improve collection rates.
